Proactively Retain and Expand Insurance Accounts

Quickly see the value of your insurance book-of-business, drive proactive renewals, and identify additional policy/plan needs.

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Optimize the New Policy/Plan Acquisition Process

Streamline the processes for insurance product advice, eligibility determination, application intake and product configuration

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Realize Omnichannel Delivery

Deliver policy/plan acquisition and lifecycle events seamlessly through optimized mobile apps, customer portals, producer portals, and employee-facing sales/service solutions.

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Industry Cloud Apps For Insurance & Financial Services

Policy/Plan Acquisition For Insurers

Acquiring new customers and expanding account relationships

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Life Cycle Management for Insurers

Delivering efficient and effective policy/plan service interactions

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Acquisition for Insurance Intermediaries

Providing advice and recommending the right policy/plan

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Life Cycle Management for Intermediaries

Delivering efficient and effective policy/plan service interactions

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Vlocity brings you Insurance & Financial Services Cloud Apps
(Built on the Salesforce1 Platform)

Vlocity Insurance & Financial Services Cloud supports multiple insurance lines of business via industry standard processes.

Ask the Experts

Vlocity’s team of industry experts brings decades of experience delivering customer relationship management systems for global insurance providers. We are happy to answer any questions you might have.  Please reach out to our experts via the forms below.

Raja Singh

Head of Products Ask Raja

Todd Sears

Product Management Ask Todd

Dominic LauQuan

Digital Interactions Ask Dominic

Dave Orrico

Head of Americas Sales Ask Dave

Dennis Chookaszian

Advisory Ask Dennis

David Wroe

Advisory Ask David

Ecosystem of Vlocity Insurance & Financial Services Partners